Pegatron Nears US Factory Decision Amid AI Server Expansion

Pegatron, a major Taiwanese electronics manufacturer and key supplier for Apple and Dell, is close to deciding on establishing a factory in the United States, with an announcement expected soon. The company is evaluating critical factors such as land, labor, and especially electricity costs, which are vital due to the high power demands of artificial intelligence server production. This move aligns with a broader trend among Taiwanese tech firms like Foxconn, Inventec, and Wistron expanding manufacturing operations to U.S. states such as Texas, known for favorable energy resources and manufacturing conditions. Pegatron's expansion plans include existing AI server production lines in Mexico, aiming for mass production by the third quarter. The decision supports U.S. efforts to increase domestic tech manufacturing and supply chain resilience, potentially enhancing Pegatron's competitiveness in the North American market. This strategic development marks a significant step in Pegatron's global manufacturing footprint and AI-focused ambitions.